Latest Institutional Transactions on Berkshire Hathaway Inc (BRK-A)
This table provides information on the latest institutional transactions involving Berkshire Hathaway Inc (BRK-A) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 25.0% |
$663K - $802K
|
3
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 100.0% |
$663K - $802K
|
2
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-63- 42.57% |
$41.8M - $50.5M
|
85
$64.2M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 26.67% |
$2.65M - $3.21M
|
19
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-3- 33.33% |
$1.99M - $2.41M
|
6
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 50.0% |
$663K - $802K
|
1
$755K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-99- 99.0% |
$65.6M - $79.4M
|
1
$755K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8+ 88.89% |
$5.3M - $6.42M
|
17
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
6New |
$3.98M - $4.81M
|
6
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7New |
$4.64M - $5.61M
|
7
$5.29M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-1- 7.69% |
$663K - $802K
|
12
$9.07M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
17New |
$11.3M - $13.6M
|
17
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1- 25.0% |
$663K - $802K
|
3
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1- 12.5% |
$663K - $802K
|
7
$5.29M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$1.33M - $1.6M
|
2
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12New |
$7.96M - $9.62M
|
12
$9.07M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4New |
$2.65M - $3.21M
|
4
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-1- 3.33% |
$663K - $802K
|
29
$21.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 50.0% |
$4.64M - $5.61M
|
21
$15.9M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
8New |
$5.3M - $6.42M
|
8
$6.04M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1- 20.0% |
$663K - $802K
|
4
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2+ 20.0% |
$1.33M - $1.6M
|
12
$9.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1New |
$663K - $802K
|
1
$755K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3New |
$1.99M - $2.41M
|
3
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5New |
$3.32M - $4.01M
|
5
$3.78M
|
|